FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.6M
3
+$8.54M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.71M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.25M

Top Sells

1
+$20M
2
+$16M
3
+$9.57M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.82M

Sector Composition

1 Financials 2.93%
2 Technology 2.59%
3 Healthcare 1.36%
4 Energy 1.35%
5 Consumer Staples 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$21K ﹤0.01%
217
+85
402
$20K ﹤0.01%
375
403
$20K ﹤0.01%
2,824
+68
404
$20K ﹤0.01%
302
405
$20K ﹤0.01%
+420
406
$20K ﹤0.01%
516
+10
407
$20K ﹤0.01%
1,093
408
$20K ﹤0.01%
2,056
+40
409
$20K ﹤0.01%
+439
410
$20K ﹤0.01%
665
+33
411
$20K ﹤0.01%
97
412
$19K ﹤0.01%
60
413
$19K ﹤0.01%
185
-48
414
$19K ﹤0.01%
3,500
415
$19K ﹤0.01%
118
+100
416
$19K ﹤0.01%
253
+36
417
$19K ﹤0.01%
226
418
$19K ﹤0.01%
97
419
$19K ﹤0.01%
277
+107
420
$19K ﹤0.01%
42
-8
421
$19K ﹤0.01%
298
-26
422
$19K ﹤0.01%
775
+1
423
$19K ﹤0.01%
55
-6
424
$19K ﹤0.01%
85
-412
425
$19K ﹤0.01%
230
+210
15 16
17
18 19